Callan Family Office

Overview

Callan Family Office, LLC is organized as a Delaware limited liability company.¹ Its principal office is in Radnor, Pennsylvania, and its Form ADV identifies 12 additional advisory offices for the most recently completed fiscal year.¹ The firm’s Form CRS describes three service groups: Investment Management, Family Office Services, and Advisory & Consulting Services.²

History

Callan Family Office states that it was founded in 2022.³ The firm identifies its leadership group as founding partners across executive management, family office work, investment management, client management, technology, tax, philanthropy, transactions, and wealth planning.⁴

Leadership

Jack Ginter is Chief Executive Officer and Founding Partner.⁴ Matthew Robertson, CFA, is President and Founding Partner.⁴ Amy L. Jucoski, CFP®, is Chief Family Officer and Founding Partner.⁴ Douglas W. Evans, CFA, CIMA®, is Chief Investment Officer and Founding Partner.⁴ Britt Whitfield, CFA, is Executive Managing Director and Founding Partner.⁴ John B. Magevney, CFP®, is listed in Client Management as a Founding Partner.⁴ Daniel Burke, CFA, is Chief Technology Officer and Founding Partner.⁴

George Burnette, JD, CFP®, ATFA, TEP, is Director, Philanthropic Consulting & Wealth.⁴ Lisa M. Clifford, CPWA®, CM&AA®, is Managing Director, Business & Transaction Advisory.⁴ Jeffrey T. Getty, JD, MS (Tax), CFP®, CM&AA®, is Chief Tax Strategist.⁴ Todd Neal, JD, is Founding Partner and Managing Director, Wealth Planning & Trust.⁴ Lennis Kennedy is Managing Director of Compliance.⁴

Services

Investment Management can include portfolio management for individuals and small businesses, institutional portfolio management, and selection of other advisers.⁵ The firm states that managed portfolios may include individual equity and debt securities, mutual funds, exchange traded funds, privately placed securities, and independent investment managers.² Privately placed securities may include debt, equity, real assets, and interests in pooled investment vehicles.² The website also lists tax overlay management and work with foundations and endowments within Investment Management.³

Family Office Services can use an integrated data platform for family enterprise planning, administration, and reporting.² Website listed services include legacy and wealth planning, private banking and trust, and financial administration and bill pay.³

Advisory & Consulting includes philanthropic consulting, business and transaction advisory, family office consulting, family governance and education, tax strategy, and family office formation.²³ The firm also lists financial planning and other advisory services.⁵ Financial planning and investment consulting recommendations are not actively monitored.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Philanthropy
• Family governance and education
• Administration and bill pay

Client focus

The firm identifies ultra high net worth families, foundations, endowments, and single family offices as target client groups.³ Its directory record also lists high net worth individuals, charities, other advisers, and other clients.⁵

Investment philosophy and approach

The firm says investment monitoring is continuous for investments it manages.² It accepts both discretionary and non discretionary authority, with the authority determined by the client agreement.² For non discretionary clients, the client retains the final purchase or sale decision.² Investment Management fees are based on a fixed percentage of assets under management or advisement, with possible breakpoints as assets rise.²

Assets and minimums

Form CRS states a minimum account value of $50,000,000 as of March 20, 2026.² A supplied directory record reports regulatory assets under management of $10,208,823,032, 49 employees, and 14 other offices as of March 30, 2026.⁵ The same record reports 170 high net worth individuals with $7,139,505,358, 12 charities with $1,010,924,368, seven other advisers with $2,053,809,839, and one other client with $4,583,467 as of March 30, 2026.⁵

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Pennsylvania

  This Pennsylvania directory helps families compare the types of multifamily office services available in the region. It can provide useful context when assessing whether investment management, planning, philanthropy, governance education, administration, and bill pay fit your family's needs and whether a Pennsylvania based adviser matches your preferences.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related estate planning topics. A family considering investment management and financial planning can use these materials to prepare questions about coordinating wealth transfer, tax planning, philanthropy, and family governance with an advisory relationship.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides databases covering family offices and investors. For an ultra high net worth family, foundation, endowment, or single family office, these listings can support market research and help frame conversations about selecting services such as investment management, administration, bill pay, or philanthropic planning.

• DataMFO registration status data

  This registration status page helps readers check how multifamily offices are identified in available regulatory data. Reviewing registration details can help a prospective client form practical questions about an adviser's regulatory structure, scope of services, and fit for complex family wealth, foundation, endowment, or single family office needs.

• Similar firmsFortis Family Office
  F/B/O Services, Inc., A privately owned multi-family office providing administration, accounting, tax, and financial-planning support to individuals and families.
  Pitcairn

  Profiles for Fortis Family Office, F/B/O Services, Inc., and Pitcairn offer comparison points for readers reviewing firms serving families with complex financial needs. The F/B/O description specifically references administration, accounting, tax, and financial planning, which can help clarify how service models differ from Callan's listed offerings.

Sources

1. Form ADV , accessed 2026-10-23.
2. Form CRS , dated 2026-03-20.
3. About , accessed 2026-10-23.
4. Team , accessed 2026-10-23.
5. SEC IAPD firm record , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.